How Management Accountants Can Drive ERP

HOW MANAGEMENT ACCOUNTANTS CAN DRIVE ERP

John McGrann MBA ACMA AIMC

How Management Accountants Can Drive ERP

http://www.DriveERP.com/


Agenda

Actually Managing Oracle Applications

Measuring Success And Value for Money

Leading a Support Team From A Finance Perspective

Empowerment And Super Users

Top 10 Tips


Actually Managing Oracle Applications

Recent LinkedIn.com poll:

32% - Real Cash Benefit / Cannot Live Without It

68% - Too Complex / Little Value / In Learning Mode


Actually Managing Oracle Applications – Quotes:

« Our Accounting Reporting System is in Excel »

« I asked the same question using 3 Oracle reporting tools and

got 3 different answers »

« We put Oracle Financials in before…and took it out again »

« We have 3 Access databases for every employee »


Actually Managing Oracle Applications - Questions

Who owns your Oracle applications? IT or the Business?

Who manages your Oracle applications?

What is the Strategy for Oracle applications?

How much will you spend on your Oracle applications over 10 years?

Who are your customers?

What is your customisations policy?

Is your Oracle Applications strategy aligned to business / corporate plans?


Actually Managing Oracle Applications - Questions

Is your support team purely reactive?

What % of the potential of OA are you utiliisng?

How does your OA performance compare against prior years? Other orgs?

Budgeting and MI reports?

Do you implement change successfully?

Is your user community empowered?


Measuring Success & Value for Money - Questions

Return on Investment

Service Requests Analysis & SLAs

Efficiency Analysis

Support Hour Cost

Development Hour Cost

Efficiency Savings

Production Change Request Analysis

Customer / User Analyiss

Training Provision Analysis

Benchmarking – Oracle Service Requests (Metalinlnk)


Leading a Support Team From A Finance Perspective - Questions

IT function?

IT or Business background for Support Team analysts?

Reactive or proactive?

How efficient is the support function?

Measure solutions and financial benefits?

Cost benefit analysis & Customisations?

Flexible staff?

Outsource?

Cost or profit centre?


Empowerment And Super Users – Questions

Are users entirely reliant on Oracle support staff?

Users > Super Users > Support Team > Oracle Corp?

Role of the Oracle Super User?

Selection of Oracle Super User?

Training and Development ?Ownership > Objectives > Structure > Processes?

Customers and Users?

Funding?

Communication?

Oracle Super User Groups?


Top 10 Tips :

1. Establish Oracle Super Users and OSUGs

2. MI Reporting and KPIs for ERP

3. Define Your Customers and Users

4. Model for Oracle ERP Reporting

5. Automate - Informate - Educate - Transformate

6. Use Intranet for Support Service Requests

7. Set Up OMS team

8. Excel4Apps - GL Wand

9. Intranet site for ERP

10. Change Control and Cost Benefit Analysis


1. Establish Oracle Super Users and OSUGs

Close the skills gap between IT and the Business

Empower users to maximise your ERP investment

Set up Oracle Super User groups by business function

Set efficiency savings targets for OSUGs and measure


2. MI Reporting and KPIs for ERP

Measure effectiveness and efficiency of your support team

Analysis of customers and users costs and efficiency savings

Analysis of Service Requests (internal and external)

Benchmarking internally and externally


3. Define Your Customers and Users

Define Customers

Set up an Engagement Model

Report back on MI

Set up a Custodianship Model

Manage Reporting Strategy


4. Model for Oracle ERP Reporting

Business managers define Information needs

ERP support team to advise on reporting tools

Agree efficient and effective reporting solutions

Change Control process including Cost Benefit analysis

Support and maintain

Minimise or eliminate customisations


5. Automate - Informate - Educate - Transformate

Automate - Audit Excel & Access files & FSGs & Uploads

Informate - Ensure ERP meets your reporting and KPI needs

Educate – Keep Support and Users up to date with ERP developments and best practise

Transformate – User ERP and Business Process redesign to change how you do business


6. Use Intranet for Support Service Requests

Specially Designed Intranet Call Form

No More Telephone Calls

User Completes Form and Submits

Form Asks All Relevant Questions

Received Instantly By Support Team

Logged In Company Support System


7. Set Up OMS team

Within Support Team

Flexible for enhancement work

Focus on current functionality

ERP and business process skills

Work with SMEs in business

Quick Wins

Only Added Value Work


8. Excel4Apps - GL Wand

Proven Excel based Oracle GL Reporting tool

Finance departments using 11i or R12 Oracle GL

Easily Create, Edit and Publish Finance Reports in Excel

While Connected to Oracle GL

Easy to Install and Maintain

No Training Required

Easy to Use, Tightly Integrated and Secure

GL Wand Reports are Refreshable on Demand


9. Intranet site for ERP News

Support calls

Releases & Upgrades

Training

Vendor webinars

Vendor documentation

MI reports

Surveys

Super User Groups

Production Changes / Outages


10. Change Control and Cost Benefit Analysis

For non project enhancements and development

Cost Benefits Analysis for each piece of work

Support team to provide the costs

Requestor from the business to provide the benefits information

Eliminates non added value work and prioritises jobs


How Management Accountants Can Drive ERP?

Bridging the gap between IT and the Business

Demanding Value For Money from ERP systems

Reporting ERP performance

Leading By Example


Any Questions?


John McGrann MBA ACMA AIMC

www.DriveERP.com

+357 96-728265

[email protected]





Technology

How Management Accountants Can Drive ERP